SOLUTIONS

Exit Planning & Succession

MORE THAN JUST A LAW FIRM

Certified Exit Planning Advisors (CEPA)

We specialize in guiding businesses through successful exits and seamless transitions. We recognize the gravity of this generally once-in-a-lifetime transaction and the importance of executing it with utmost precision.

Our primary mission is to equip you with comprehensive knowledge regarding your business’s value, its transferability, and the opportunities for a successful sale. We understand that your business is a culmination of your hard work and vision, and we are dedicated to ensuring the best possible outcome for you.

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Did You Know?

Businesses that are well-prepared for transition tend to secure faster sales and attract more favorable offers compared to those whose owners are ill-prepared or have limited timeframes for selling.

Succession Planning Business Attorney Kaltz Coulombe Law

Exiting Your Business?

Exit your business with no regrets. Take our 8-minute PREScore questionnaire. This tool evaluates your readiness to exit your company, providing insights into the four key drivers of a satisfying exit.

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Our Comprehensive Approach to a Seamless Transition

Our Exit Planning & Succession services are designed to guide you through this pivotal phase with confidence and clarity. Our team conducts a thorough analysis of your business, collaborating closely with your accountants, executive leadership, and other advisors.

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Business Valuation

We conduct a thorough assessment of your business to determine its true market value. This valuation serves as a foundation for setting the right asking price and understanding your business’s financial health.

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Continuity Planning

We understand the importance of a seamless transition for both you and your employees. Our team assists in creating a continuity plan to ensure the business continues to thrive after the transfer.

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Financial Insights

We provide valuable insights into the financial aspects of your business transfer through working closely with your company CPA and your financial planner. We’ll help you optimize your financial position, minimize tax liabilities, and make informed decisions about the transfer.

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Legal Compliance

We ensure that your business complies with all relevant laws and regulations.

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Client Centered

Your satisfaction is our priority. We maintain open communication, meet deadlines, and ensure you are informed and confident throughout the process.

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Strategic Planning

We work closely with you to create a personalized strategy tailored to your long-term goals. This includes exploring and identifying potential buyers, setting realistic timelines, and preparing your business for transfer.

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Due Dilligence

We conduct a comprehensive review of your business records, contracts, and financials. We tailor our due diligence strategy to your specific transactional needs to ensure that your business is presented in the best possible light, with all information transferable.

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Risk Mitigation

Our team will identify potential challenges in the transfer process and work to mitigate risks and provide optimal solutions to meet goals.

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Draft Documents

We draft, revise, and counsel you on contracts, negotiating terms, and ensuring a smooth transition process at close and beyond.

Why trust us with this important milestone?

When you choose Kaltz Coulombe Law, you’re choosing a trusted partner dedicated to your success. We’re not just here to close deals; we’re here to ensure your business legacy lives on and all your goals are met.

Our Expertise

We specialize in family business transitions, key employee buy-ins, mergers, acquisitions, and the sale of businesses. We have a proven track record of working with clients from various industries and successfully managing transactions ranging from small enterprises to multimillion-dollar corporations.

Personalized Guidance

Your business is not just a transaction to us; it’s a reflection of your hard work and legacy. We’re committed to providing personalized guidance and being your trusted partners throughout the process.

Holistic Approach

Our focus on the business, its finances, personal finances, people within the business, your family, and ownership ensures that what’s most important to you is accomplished. Our unique blend of legal, business, and financial expertise means you get a comprehensive strategy that maximizes your profits, minimizes your stress, protects those you care for, and drives your goals forward.

Complete Clarity

Transferring your business should be a journey of joy and clarity, not confusion. We provide you with the insights and clarity needed to navigate the transition seamlessly. Our team works passionately to ensure that every step is crystal clear and you have the knowledge to make confident decisions.

We Promise Clarity

Transferring your business should be a journey of joy and clarity, not confusion. We provide you with the insights and clarity needed for you to make decisions confidently.

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Our Unique Edge

Seamless Transition Experts

We specialize in family business transitions, key employee buy-ins, mergers, acquisitions, and the sale of businesses. We have a proven track record of working with clients from various industries and successfully managing transactions ranging from small enterprises to multimillion-dollar corporations

Take the first step towards a successful transition with Kaltz Coulombe Law. Contact us today to explore your options and secure your business’s future.

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